Top financial advisors in Hawaii
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Hawaii means focusing on whether they can help you with your specific financial goals, especially given the state's extremely high housing costs. A common mistake is hiring an advisor without confirming they understand the unique challenges of long-term housing planning here.
- Match on the actual work. Ask what the advisor handles day-to-day. If your priority is managing housing expenses or planning for property ownership, ensure the advisor has relevant experience.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would support you if your main contact is unavailable.
- In-person vs. remote. Decide if you prefer meeting face-to-face or if remote communication suits your needs better, especially given Hawaii's island geography.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher R
Series 63, Series 65
Lihue, HI
LPL Financial
Christopher Rine's 29 years of experience and specialties in wealth management and retirement plans for business owners make him well-equipped to address financial planning needs in Hawaii's high-cost housing environment. Operating within the large firm LPL Financial, he offers flat-fee and hourly financial planning services, providing clients with flexible payment options and access to a broad range of investment and insurance products, distinguishing him from advisors in smaller practices.
Experience: 29 years
Avg account: $399,489
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Jennifer C
Series 63, Series 65
Kapolei, HI
Cetera
Jennifer Cabo is well-equipped to assist with financial planning in Hawaii, particularly for clients managing wealth and retirement plans, including business owners. Operating within Cetera, a large firm, she offers flexible fee structures such as flat fees and hourly rates, which may appeal to clients seeking tailored financial planning. Her 15 years of experience and focus on high earners approaching retirement distinguish her from other advisors in the region.
Experience: 15 years
Avg account: $306,089
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Christina H
Series 63, Series 65
Honolulu, HI
Morgan Stanley
Christina Hom's 39 years of experience and expertise in general estate planning guidance make her well-equipped to address the financial challenges of living in Hawaii, including long-term housing planning. As a seasoned advisor at Morgan Stanley, a large firm managing $2.74 trillion in assets, she benefits from extensive resources and structured planning tools, distinguishing her from advisors at smaller firms or with less institutional support.
Experience: 40 years
Avg account: $670,481
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Byron L
Series 63, Series 66
Honolulu, HI
Investment Research Corp
Byron Leong's 32 years of experience and expertise in wealth management, general tax planning, and cash flow budgeting equip him to address Hawaii's unique financial challenges, including high housing costs. Operating independently with a flat-fee structure and a fundamental investment approach, he offers personalized service in Honolulu, distinguishing him from advisors who may rely on asset-based fees or larger firm teams.
Experience: 33 years
Avg account: $310,986
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Bernard Y
CFP®, ChFC®, Series 63, Series 65
Honolulu, HI
Raymond James Financial
Bernard Yip's 31 years of experience and CFP® certification equip him to address Hawaii's unique financial challenges, including high housing costs, with expertise in retirement and business succession planning. Operating within the large firm Raymond James Financial, he offers flat-fee and hourly payment options, providing flexibility and access to a broad client base, which may appeal to those seeking comprehensive support beyond solo advisory services.
Experience: 32 years
Avg account: $700,796
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